Purchases and Sales Made in Q4 2022 in Jp Morgan Tr Mun ETF (De) (JMUB)
This table provides information about the institutional ownership of Jp Morgan Tr Mun ETF (De) (JMUB) during Q4 2022. The information is specifically focused on institutions that hold shares of JP MORGAN TR MUN ETF (DE).
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.92KNew |
$283K - $297K
|
5.92K
$295K
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
5.72K+ 15.0% |
$273K - $287K
|
43.8K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.56KNew |
$265K - $279K
|
5.56K
$277K
|
|
|
Jan 17, 2023
Q4 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
5.4KNew |
$258K - $271K
|
5.4K
$269K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.26K+ 97.73% |
$251K - $264K
|
10.6K
$530K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.59KNew |
$219K - $230K
|
4.59K
$229K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.08KNew |
$195K - $204K
|
4.08K
$203K
|
|
|
Feb 01, 2023
Q4 2022
|
Hartford Financial Management Inc.
|
BUY
|
- |
4.02K+ 18.8% |
$192K - $201K
|
25.4K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
3.2K+ 6.72% |
$153K - $160K
|
50.8K
$2.53M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.13KNew |
$149K - $157K
|
3.13K
$156K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
2.5KNew |
$119K - $125K
|
2.5K
$125K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
2.2KNew |
$105K - $110K
|
2.2K
$110K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.86K+ 26.56% |
$88.9K - $93.4K
|
8.87K
$442K
|
|
|
Nov 03, 2023
Q4 2022
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
1.11K+ 3.08% |
$53.1K - $55.8K
|
37.2K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1K+ 19.23% |
$47.8K - $50.1K
|
6.2K
$309K
|
|
|
Feb 10, 2023
Q4 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
800+ 80.0% |
$38.2K - $40.1K
|
1.8K
$89.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Soundwatch Capital LLC
New York, NY |
BUY
|
- |
400New |
$19.1K - $20.1K
|
400
$19.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
347+ 7.67% |
$16.6K - $17.4K
|
4.87K
$243K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
347+ 7.67% |
$16.6K - $17.4K
|
4.87K
$243K
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
299+ 9.09% |
$14.3K - $15K
|
3.59K
$179K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
172+ 9.49% |
$8.21K - $8.62K
|
1.99K
$98.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
100New |
$4.78K - $5.01K
|
100
$4.98K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
24New |
$1.15K - $1.2K
|
24
$1.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
2New |
$95.5 - $100
|
2
$99.7
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-158- 1.13% |
$7.54K - $7.92K
|
13.9K
$691K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-653- 1.27% |
$31.2K - $32.7K
|
50.9K
$2.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.98K- 28.08% |
$94.7K - $99.5K
|
5.08K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.23K- 21.69% |
$107K - $112K
|
8.06K
$402K
|
|
|
Feb 10, 2023
Q4 2022
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-4.62K- 1.59% |
$221K - $232K
|
286K
$14.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-23.2K- 8.58% |
$1.11M - $1.17M
|
248K
$12.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-54.8K- 47.19% |
$2.62M - $2.75M
|
61.3K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-91.6K- 91.95% |
$4.38M - $4.59M
|
8.03K
$400K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-141K- 23.93% |
$6.74M - $7.08M
|
449K
$22.4M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-482K- 90.71% |
$23M - $24.2M
|
49.4K
$2.46M
|